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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.55 | 36.99 | 2.07 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.12 | 41.71 | 2.09 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Contra funds invest in stocks that are not performing very well at a particular time. These investments focus on under-owned sector which have high potential but being neglected by investors.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Kotak India EQ Contra Fund | 38.50% | 20.26% | 18.03% |
SBI Contra Fund | 32.92% | 22.48% | 17.55% |
Invesco India Contra Fund | 42.40% | 18.59% | 19.91% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
5.38 %
Holdings
4.19 %
Holdings
3.81 %
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
75
Total AUM
₹ 4,65,785.56 Cr.
Shibani Kurian
AUM: ₹12,378.17 Cr.
|
Exp: —
Data not available
Data not available
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%